Blue Hills Wealth Management Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Plan Confidently. Live Comfortably.

BHWM provides solutions for those who are faced with life events that affect their finances. What are these life events? 

Well, they could be:
Retirement, Employment, Education, Family Care, Health Concerns, Selling/Buying a House, Saving/Debt
... Or maybe you are just simply overwhelmed with the complexity of your finances.

You want to make sure you are doing it right and with 30+ years of experience, big firm resources and a small firm feel, our advisors aim to help. 

We strive to bring simplicity to any financial life event. We aim to forge an honest partnership committed to giving you a plan that will make you feel confident about your financial future.




Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser.  Cambridge is a minority owner of The AmeriFlex Group®.  Other entities and/or marketing names, products or services referenced here are independent of Cambridge.  Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Find Blue Hills Wealth Management employees' phone numbers or email addresses

Blue Hills Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Blue Hills Wealth Management's Leadership

  • Stylized image of a person
    D. R.
    Financial Adviser, President
    Phone icon
  • Stylized image of a person
    S. R.
    Operations Manager
    Phone icon
  • Stylized image of a person
    Y. C.
    Member
    Phone icon
  • Stylized image of a person
    M. R.
    Marketing Support
    Phone icon
  • Stylized image of a person
    S. K.
    Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™
    Phone icon

Blue Hills Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Blue Hills Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    Financial Adviser, President
    Phone icon
    United StatesMassachusetts
    Feb 22, 2025
  • Stylized image of a person
    S. R.
    Operations Manager
    Phone icon
    United StatesMassachusetts
    Oct 27, 2025
  • Stylized image of a person
    Y. C.
    Member
    Phone icon
    United StatesNew York
    Feb 18, 2026
  • Stylized image of a person
    M. R.
    Marketing Support
    Phone icon
    United StatesMassachusetts
    Aug 03, 2025
  • Stylized image of a person
    S. K.
    Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™
    Phone icon
    United StatesMassachusetts
    Nov 19, 2025

Frequently Asked Questions

What is Blue Hills Wealth Management known for?

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Blue Hills Wealth Management was founded in 1961 operates in the Financial Services industry. The company's main headquarters is located in 36 Cordage Park Circle Suite 328 Plymouth, Massachusetts United States; you can contact the main corporate office by phone at . Explore Blue Hills Wealth Management's company overview page for more information.

What is Blue Hills Wealth Management's most common email format?

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Blue Hills Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Hills Wealth Management email formats with LeadIQ.

How many employees does Blue Hills Wealth Management have currently?

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Blue Hills Wealth Management has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Blue Hills Wealth Management's key employees and leadership?

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As of February 2026, Blue Hills Wealth Management's key employees include:

  • Financial Adviser, President: D. R.
  • Operations Manager: S. R.
  • Member: Y. C.
  • Marketing Support: M. R.
  • Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™: S. K.

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